Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HT PARTNERS LLC 04-09-2020 03-31-2020 29 217,829,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US BRD MKT ETF 1 $83,097,000 1,375,087 38.15 41.05 37,848 2.83 03-31-2020
ISHARES TR MSCI EAFE ETF 2 $37,718,000 705,536 17.32 0.15 699,956 12544.01 03-31-2020
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 3 $20,403,000 362,662 9.37 8.32 -5,660 -1.54 03-31-2020
VANGUARD BD INDEX FDS SHORT TRM BOND 4 $17,309,000 210,620 7.95 8.11 -41,380 -16.42 03-31-2020
logo   

Please login to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.4